Contract Actions

1. To remove Buildings from a Reactive Task click the Actions button next to the Work Order Types, Sub Work Order Types and Equipment/Service Types field. 2. This menu will be displayed: 3. Click on the "Remove Building(s) from Task Types(s)"... Read More

From the Credits Tab, it's possible to confirm whether or not there are incentives (rebates) associated to the accurate completion of works.   1. To add/change any details the User will need to click on the "Change" button. This window will... Read More

Adding a new PPM Task is achieved from the PPMs Tab. This tab will show the User all of the PPM Tasks and which Buildings they apply to. The screenshot below shows some that have already been set up:   1. To add a new PPM task click on the "Edit... Read More

1. To Move a Building from one Contract to another Contract the User will first need to highlight the Building to be moved.   2. Click on the Actions button on the Buildings tab.   3. This menu will be displayed:   4. Click on the Move... Read More

This can be done from the PPMs Tab. This tab will show the User all of the PPMs and which Buildings they apply to. Any changes made here will only affect the period that the User is editing, any previously generated future periods will not be... Read More

1. This allows the User to change various contract period details. To do this click on the "Change Details" button on the Contract Period section of the Type tab and this window will open:   2. From here the User is able to change/add the... Read More

From the Details tab the User can change/add Assignment and/or Acceptance Types for any Work Orders raised. This screen is split into three sections (Reactive, Quote and PPM) and is used to determine the level of automation required in Work Order... Read More

To change the SLA's please use the following steps:     1. Once the task types have been added to the contract (the SLA's will all default to what was set on the SRA). The User can change the SLA's at any point in time. These can be... Read More

After adding an SLA to a task type on the contract the User can now copy that to other task types. This can be done in the following way:     1. These can be set at Work Order Type level or Sub Work Order and Task Type level.   2. Highlight the... Read More

A User can change the Invoice or Frequency of Visits against a PPM Task when Work Orders have not been generated, or where there are Work Orders but only if the overall period count doesn't change.     1. To change/add a PPM task period the... Read More